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UGI
UGI

Overview Fund Activity

534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.1B
2
Invesco
2
Invesco
Georgia
$64.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$78.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$25.7M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$58.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$329M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
RS
3
Robeco Schweiz
Switzerland
$0
4
EIP
4
Energy Income Partners
Connecticut
$30.6M
5
ZIM
5
Zacks Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QC
576
Quantedge Capital
Singapore
– – -5,100 Closed
MGIA
577
Moneta Group Investment Advisors
Missouri
– – -5,097 Closed
WI
578
WrapManager Inc
California
– – -5,034 Closed
QPWM
579
Quadrant Private Wealth Management
Pennsylvania
– – -4,994 Closed
HC
580
Hendley & Co
Ohio
– – -4,990 Closed
PAS
581
Park Avenue Securities
New York
– – -4,958 Closed
AG
582
Ascent Group
Virginia
– – -4,903 Closed
APP
583
Avantax Planning Partners
Iowa
– – -4,815 Closed
SSA
584
Schonfeld Strategic Advisors
New York
– – -4,800 Closed
CI
585
Cigna Investments
Connecticut
– – -4,781 Closed
YIH
586
Y-Intercept (HK)
Hong Kong
– – -4,745 Closed
LNC
587
Lincoln National Corp
Pennsylvania
– – -4,620 Closed
DADC
588
D.A. Davidson & Co
Montana
– – -4,594 Closed
AWA
589
Arete Wealth Advisors
Illinois
– – -4,553 Closed
AWM
590
AE Wealth Management
Kansas
– – -4,532 Closed
BMC
591
Beaton Management Company
Massachusetts
– – -4,500 Closed
ACP
592
Arcus Capital Partners
Georgia
– – -4,474 Closed
MCM
593
Murphy Capital Management
New Jersey
– – -4,425 Closed
AWA
594
Amplius Wealth Advisors
Pennsylvania
– – -3,647 Closed
CWC
595
Carolinas Wealth Consulting
North Carolina
– – -3,000 Closed
PMAM
596
Penn Mutual Asset Management
Pennsylvania
– – -2,990 Closed
RPCONE
597
Retirement Planning Company of New England
Rhode Island
– – -2,170 Closed
AF
598
Advisornet Financial
Minnesota
– – -2,096 Closed
CWS
599
Confluence Wealth Services
Pennsylvania
– – -1,731 Closed
BEI
600
Benjamin Edwards Inc
Missouri
– – -1,617 Closed
22 23
24
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